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Equibles

Centiva Capital, LP

Position in PANW — Palo Alto Networks Inc

CIK 1692507 New York, NY
Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$13,069,932
+$8,529,991 QoQ
Shares Held
38,326
+35.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#626
of 2,893 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Derivatives in PANW

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$26,701,866
PutShares
78,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Centiva Capital, LP holds $130,823,064 across 42 Software - Infrastructure names. PANW ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 207,881 $77,543,770
2 PANW
Palo Alto Networks Inc
This page 		38,326 $13,069,932
3 CRWD
CrowdStrike Holdings, Inc.
 52,956 $10,103,210
4 RAMP
LiveRamp Holdings, Inc.
 186,458 $7,018,279
5 PLTR
Palantir Technologies Inc.
 30,409 $3,547,818
6 ORCL
Oracle Corp
 21,843 $3,201,091
7 TENB
Tenable Holdings, Inc.
 53,741 $1,981,968
8 BB
BLACKBERRY Ltd
 135,589 $1,715,200

All Filings in PANW

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,701,866 78,300
2026-06-30 $13,069,932 38,326
2026-03-31 $6,412,800 40,000
2026-03-31 $4,539,941 28,318
2025-12-31 $70,548,600 383,000
2025-12-31 $2,320,920 12,600
2025-09-30 $4,235,296 20,800
2025-09-30 $23,009,060 113,000
2025-06-30 $491,136 2,400
2025-06-30 $1,023,200 5,000
2024-12-31 $470,002 2,583
2024-12-31 $909,800 5,000
2024-09-30 $3,793,980 11,100
2024-09-30 $2,521,800 7,378
2024-09-30 $2,187,520 6,400
2024-06-30 $2,983,288 8,800
2024-06-30 $2,474,773 7,300
2024-03-31 $4,063,059 14,300
2024-03-31 $1,079,694 3,800
2023-12-31 $153,337 520
2023-12-31 $7,932,272 26,900
2023-12-31 $3,538,560 12,000
2023-09-30 $4,102,700 17,500
2023-09-30 $958,625 4,089
2023-09-30 $6,822,204 29,100
2023-06-30 $5,851,179 22,900
2023-06-30 $4,982,445 19,500
2023-06-30 $179,623 703
2023-03-31 $114,451 573
2023-03-31 $7,550,172 37,800
2023-03-31 $4,294,410 21,500
2022-12-31 $5,930,450 42,500
2022-12-31 $2,254,129 16,154
2022-12-31 $3,488,500 25,000
2022-09-30 $1,186,986 7,247
2022-09-30 $2,456,850 15,000
2022-09-30 $11,481,679 70,100
2022-06-30 $987,879 2,000
2022-06-30 $2,519,092 5,100
2022-06-30 $1,069,873 2,166
2022-03-31 $1,929,781 3,100
2022-03-31 $1,245,020 2,000
2022-03-31 $3,951,072 6,347
2021-12-31 $3,451,910 6,200
2021-12-31 $1,725,955 3,100
2021-09-30 $148,489 310
2021-09-30 $296,979 620
2021-09-30 $619,346 1,293
2021-06-30 $2,300,511 6,200
2021-06-30 $1,150,255 3,100

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